Trusted, Responsive, and Highly Efficient!!…read more I had an outstanding experience working with Joe Bedford at Your Back Office Tax & Advisory. From the start, Joe was incredibly responsive to my initial inquiry and got everything moving quickly. My tax situation wasn't simple -- it included multi-state income, a pension, W-2 income, and investment income -- and Joe handled it seamlessly. He completed everything accurately and efficiently, and made the entire process feel straightforward. What really stood out was how clearly he explained key decisions and next steps, which gave me a lot of confidence throughout. He's organized, professional, and easy to work with. If you're looking for a knowledgeable and reliable tax professional who delivers both speed and precision, I highly recommend Joe and Your Back Office Tax & Advisory.

Joe has done our taxes for two years now. He is extremely prompt and always pleasant. He uses a…read moretight interface system which makes transferring docs and communicating easy. We'd highly recommend him.

As a rebuttal to Todd's comment please see my screenshot from my personal taxes proving things were…read morefiled late and I indeed paid a penalty. As for the error, in the taxes, I have provided screenshots of emails between myself and Mary. Moral of the story do not use these CPAs, as proof by Todd's lying below and unwillingness to make things right when customers have been wronged. I used Culpepper for three years and will not be returning. The first year was excellent, but my experience declined sharply after that. In the second year, communication with Mary became difficult, she was hard to reach and frequently offered excuses for delays. Our taxes are somewhat complex, and I expect extensions, which was the case for both 2023 and 2024. In 2023, despite poor communication, we finalized our taxes shortly after the deadline, so I let it go. 2024, however, was unacceptable. Mary prepared both our business and personal taxes. While working on our personal return, almost a month later, she discovered an error in the business return and attempted to blame me, claiming I hadn't communicated a change. That change was clearly included in the information sheet we provide every year. She eventually corrected the mistake at no charge, but only after deflecting responsibility. Meanwhile, weeks went by between responses, filled with the same excuses as the prior year. She didn't file our taxes until July, over three months past the deadline. I paid the bill but raised no further complaint at the time. Later, my husband called to give them an opportunity to make things right after they charged us an exorbitant fee for both returns, plus penalties from the late filing. Instead of addressing our concerns, they refused to let us speak with anyone other than Mary. She repeatedly placed blame on me and insisted she had done her due diligence, despite the fact that I had documented the gaps in communication with a clear timeline. Nothing was resolved. Because of this, I will no longer use Culpepper and strongly caution others against doing so.

I hate leaving non-stellar reviews, but I was disappointed with my overall experience. I called in…read morea state of panic knowing that we would not get our taxes done by April 15 (we moved from out of state and it was a complicated return). We had our appointment at the end of April and our return was not complete until early June. I found an error that reduced our tax liability by $7,000. I was told that we would be getting a letter from the IRS regarding the late filing and that I should send that to the CPA and she would request an abatement of the penalty since we had never filed or paid late before. I assumed that was part of the process that we had paid for, but then I got an additional bill for almost $200. If I had known that there would be an extra charge, I would've just called the IRS myself.

I worked with this firm for many years, originally under Tracy Larabee, and the experience was…read moresolid during that time. After the practice changed hands with David Ewan, my experience became less positive. When I asked straightforward questions about HSAs (contributions, investment earnings, and basis tracking), I had difficulty getting clear, direct answers. Questions were treated as outside scope or unnecessary rather than addressed transparently. I was also told that clarifying how prior returns were prepared would require significant billable time, even though I was not requesting new work -- just confirmation of what had already been filed. Ultimately- this firm may be a good fit for clients with simpler situations, but those with multi-state or non-conforming tax issues may want to ask detailed questions up front about scope, documentation, and follow-through.

Tracy and his team are efficient, professional and provide exceptional customer service. He has…read morebeen doing my taxes for over 10 years now and was very knowledgeable when I had to finalize my mom's estate. Couldn't ask for a better accountant.

very knowledgeable and friendly and efficient.She helped me clean up my prior year taxes and get a…read morerefund when the I R S was saying I owed 5000.00. K V C consulting will be my go to from now on.

I'm prior military and recently completed my contract and moved back overseas as a civilian working…read moreback on a military base. I have done my taxes on my own using TurboTax for over 10 years and this year, I was told to pay $1800!!! My friend told me about KV Consulting and I inquired. Despite the time difference, the quality and timeliness of the service I received in helping file my taxes was amazing and more than what I expected. Not only that, they were able to help me get my taxes straightened out to where I am no longer owing. My predicament was a bit different, so having that expertise from KV Consulting was worth every penny!